Sign Documents

When you sign a document, Meridian verifies:

  • Your identity with your Windows user account

  • You are the current user logged on to the computer

  • You are the current user logged on to Meridian

Meridian allows you to electronically sign multiple documents in a single batch. When signing the first document in the batch, you will be required to type both your user name and password. Depending on the system configuration, you will be required to type both your user name and password, or just your password, for each additional document in the batch.

As of the 2022 release, separate events are added to the audit log for each document in the batch, regardless of whether authentication succeeded, failed, or if you exited out of the authentication dialog without attempting to authenticate.

Use these steps for PowerUser and PowerWeb.

To sign documents:

  1. Run the workflow transition that approves the documents as you normally would.

  2. Complete any property pages that appear that are related to the transition.

    The <TransitionName> dialog box appears showing the name and revision number of the document that you are about to sign.

  3. Type your user name and password in User name and Password, respectively.

  4. If appropriate, select a user name from the Select a user to work on the documents list.

  5. Click OK.

    Different results will occur depending on the outcome of the verification:

    • If authentication passes, your electronic signature information is saved with the document in the vault. Depending on the system configuration, the information might also appear on a signature page attached to the document's rendition and if you click the Electronic signatures link in the Workflow group on the Document property page.

    • If authentication fails, you are logged out of PowerWeb.

      Both successful and unsuccessful electronic signature attempts are logged in the audit log. A separate event will be logged for each document in the batch.

2023